Focus Partners Wealth
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Focus Partners Wealth’s Sera Prognostics SERA Stock Holding History

Focus Partners Wealth’s Portfolio SERA Stock Details SERA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.7K Hold
12,156
– – ﹤0.01% 2606
2025
Q4 		$35.9K Hold
12,156
– – ﹤0.01% 2617
2025
Q3 		$37.2K Hold
12,156
– – ﹤0.01% 2168
2025
Q2 		$33.7K Sell
12,156
-11
-0.1% -$27 ﹤0.01% 1987
2025
Q1 		$44.8K Sell
12,167
-356
-3% -$1.81K ﹤0.01% 1848
2024
Q4 		$102K Buy
+12,523
New +$92K ﹤0.01% 1794
2024
Q3 		– Sell
-28,656
Closed -$202K – 1697
2024
Q2 		$202K Buy
+28,656
New +$256K ﹤0.01% 1161

Other funds holding SERA

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Focus Partners Wealth's SERA Position: Q1 2026 in Review

Focus Partners Wealth held its Sera Prognostics (SERA) position steady in Q1 2026 at 12,156 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2606.

Focus Partners Wealth first reported a position in SERA in Q2 2024 and has held it in 7 quarters since. The position peaked at $202K in Q2 2024. 56 funds tracked by Wall St. Rank hold SERA as of Q1 2026.

  • Focus Partners Wealth held 12,156 shares of Sera Prognostics worth $24.7K as of Q1 2026.
  • Focus Partners Wealth left its Sera Prognostics share count unchanged in Q1 2026.
  • Sera Prognostics made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2606 holding.
  • Focus Partners Wealth first reported a position in Sera Prognostics in Q2 2024 and has held it in 7 quarters since.
  • Focus Partners Wealth's Sera Prognostics position peaked at $202K in Q2 2024.
  • 56 funds tracked by Wall St. Rank held Sera Prognostics as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.